Stock-specific action remained in focus on Dalal Street on October 23, with investors reacting to brokerage recommendation and quarterly earnings. Havells India shares slipped 4% after Nomura maintained a Neutral rating with a target price of Rs 1,232 per share. The brokerage noted that Q2FY27 EBITDA exceeded estimates, while price hikes are supporting growth. However, rising competition remains a threat to margin recovery.